Differences

This shows you the differences between two versions of the page.

--- products:admin:security:index [2016/11/07 18:59]
max ↷ Page moved from sis:securitysettings to plsis:securitysettings
+++ products:admin:security:index [2018/03/05 17:44] (current)
max ↷ Page moved and renamed from plsis:security_settings to products:admin:security:index
@@ Line 1: / Line 1: @@
+{{tag>admin admin_essential logins_and_security}}
 ===== Security Settings =====
-//Please remember these important facts when working in the SIS. \\ \\
-The SIS currently enables two menu styles, Classic and Modern. These Manuals are constructed with the Modern Menu in mind. If using Classic, the locations of certain procedures may vary.//
 ===Admin>>Settings>> Security>Security===
-{{sis:securitysettings1.png?nolink&700|}}
+{{plsis:securitysettings1.png?nolink&700|}}
-==Definitions==
+**Definitions** \\ \\
-**A.**  List of publicly Available Pages – shows a complete list of pages parents and students can access through the portal or REG-Online.\\ \\
+**A.  List of publicly Available Pages** – shows a complete list of pages parents and students can access through the portal or REG-Online.\\ \\
-**B.**  Staff Information – Takes you to a list of staff members.  Same as Administration>Staff List\\ \\
+**B.  Define Security Groups** - List of default security groups and the ability to make customized security groups.  (See the Define Security Groups section below)\\ \\
-**C.**  Define Security Groups - List of default security groups and the ability to make customized security groups.  (See the Define Security Groups section below)\\ \\
+**C.  Student Logins/Users** - Creates a list of students and passwords using various sort functions. See [[plsis:accesspasswordsparentsandstudents|this page]] for more information.\\ \\
-**D.**  Student Logins/Users - Creates a list of students and passwords using various sort functions. See [[sis:accesspasswordsparentsandstudents|this page]] for more information.\\ \\
+**D.  Parent Logins/Users** – Creates a list of parents in system with various sort functions, the students that are linked to them, and their password. See [[plsis:accesspasswordsparentsandstudents|this page]] for more information.\\ \\
-**E.**  Parent Logins/Users – Creates a list of parents in system with various sort functions, the students that are linked to them, and their password. See [[sis:accesspasswordsparentsandstudents|this page]] for more information.\\ \\
+**E.  Define Users** – shows individual users, their username, password and permission groups set. See the Define Users section below\\ \\
-**F.**  Define Users – shows individual users, their username, password and permission groups set. See the Define Users section below\\ \\
+**F.  Automated Setup for Logins/Passwords** – Allows you to create an email message and send out usernames and passwords to users. See [[plsis:adminstudentportal#iv_automated_setup_for_logins_passwords|this page]] for more information\\ \\
-**G.**  Automated Setup for Logins/Passwords – Allows you to create an email message and send out usernames and passwords to users. See [[sis:adminstudentportal#iv_automated_setup_for_logins_passwords|this page]] for more information\\ \\
+**G.  Deletion Log** – Searches for records that were deleted per username, IP address, page, and any other information available.\\ \\
-**H.**  Deletion Log – Searches for records that were deleted per username, IP address, page, and any other information available.\\ \\
-=== Detailed explanations of above areas ===
+==== Detailed explanations of Areas B and E ====
-==== Define Security Groups ====
+===B: Define Security Groups ===
-Security groups are labeled with a common name that describes a user type. For example, the user group “Attendance Administrator” would be the person at the school who needs to access the areas of the SIS that have to do with attendance. There might be one or several people who “members” or belong to the same group. The group is already set with all the permissions required settings. As another example, for the group “Teachers-Classroom Instructors,” that a teacher would need to perform their basic duties are included in this group. All classroom teachers would need to be added to this group as “members” so they can do their job without interruption.
+Security groups are labeled with a common name that describes a user type. For example, the user group “Attendance Administrator” would be the person at the school who needs to access the areas of the SIS that have to do with attendance. There might be one or several people who are “members” or belong to the same group. The group is already set with all the permissions required. As another example, for the group “Teachers-Classroom Instructors,”all required permissions that a teacher would need to perform their basic duties are included in this group. All classroom teachers would need to be added to this group as “members” so they can do their job without interruption.
+\\ \\
+A "default" security group is created by School Pathways. Schools cannot change these groups. You can only enroll members. //If a group is not set to your needs, you can create your own group by doing the following://
-A default security group is created by School Pathways, Schools cannot change these groups. You can only enroll members. //If a group is not set to your needs, you can create your own group by doing the following.//
+  * **Step 1.** ADD NEW PERMISSION GROUP
+    * Click **Add New Group** button.
-  * Step 1. ADD NEW GROUP
     * Add a new title for the group
-    * Set the group type: most should be set to private so only school employees can use it
+    * Set the Group Type: most should be set to private so only school employees can use it
-    * Set the User type: typically staff
+    * Set the User type: typically staff \\ {{plsis:securitysettings2.png?nolink&700|}}
-  * Step 2. Once your group is titled, you can set the permission for the group. Find your group in the alphabetical listing and click on “Set Permissions”\\In this page view, the pages are listed in the right-hand column. In some instances, a definition of the page is in the left column. // {{sis:securitysettings2.png?nolink&700|}} //
+  * **Step 2.** Set the permissions for the group. Find your group in the alphabetical listing and click on “Set Permissions”. The permission groups with "Default Group" in the permissions column **cannot** be changed.\\ {{plsis:securitysettings3.png?nolink&700|}} \\ In this page view, the Element Titles are listed in the left column. In some instances, a definition of the page is in the right column.
-    * Clicking on the page element will often take you to the actual page so you can see what the page refers to.
+    * Click the **Details** link to view a list of users who currently have permissions to access the page.
-    * The {{sis:eyecon.png?nolink&30|}}  icon will take you to a list of users currently have permissions to use the page.
+    * Check the boxes on the left if you want to include the page in this group and click **SET**. You are taken back to the main list of Permission Groups. \\ {{plsis:securitysettings4.png?nolink&700|}}
-    * Check the pages you want to include in this group and click SET
+  * Step 3. Choose Members. Parents and Students are auto-enrolled into their groups for access to the portal-- Even if you do not use it. But to add staff members, click on the word **Members** \\ {{plsis:securitysettings5.png?nolink&700|}}
-  * Step 3. Choose Members \\ {{sis:securitysettings3.png?nolink&700|}} \\
-Choose a member on the left and SAVE CHANGES to move to the right. When members are on the right side of the page, they are in the group. If you want to remove them from the group, check their name on the left and then click SAVE CHANGES
+Choose a member on the right and SAVE CHANGES to move to the left. When members are on the left side of the page, they are **IN** the group. If you want to remove them from the group, check their name on the left and then click SAVE CHANGES. Columns can be sorted by clicking on the column title. \\ {{plsis:securitysettings6.png?nolink&700|}}
-==== Define Users ====
+====C: Define Users ====
-Users must be added to the system and linked to their registration record. Student and parent records will automatically link to the user name but staff members must be linked manually.
+Users must be added to the system and linked to their registration record. Student and parent records will automatically link to the user name but staff members must be manually linked. \\ \\
-Current staff accounts that are linked will show in the Define Users area. If you need to view the unlinked accounts or disabled accounts, change the settings at the top left of the page and click UPDATE.
+Current staff accounts that are linked will show in the Define Users area. If you need to view the unlinked accounts or disabled accounts, change the settings at the top left of the page and click **UPDATE**. \\ {{plsis:securitysettings7.png?nolink&700|}}  \\
-{{sis:securitysettings4.png?nolink&700|}}
 In the above view,
-  * Clicking on the staff member’s name takes you to theirs staff record
+  * Clicking on the login name link shows the current username and password.  If the username and password are not shown, you can click the **EDIT LINKED TO** button and choose a staff member to link the login to. \\ Access can also be set to expire or you can enter a disable date in this area to expire the staff member’s access to the SIS.
-  * Clicking on the Set Details link shows the current username and password. If the username and password are not shown, you can click to EDIT LINKED TO button and choose a staff member to link the login to.
+  * Clicking on the staff member’s name takes you to their staff record.
-  * Clicking on jump logs you out and logs in as the user
+  * Clicking on jump logs you in as the user.
-  * Clicking on (Set Groups) allows you to add a user as a member to a group
+  * Clicking on **(Set Groups)** allows you to add an individual user as a member to a group.
- --- //Last Updated by [[max@schoolpathways.com|Max Williams]] on 2016/03/16 17:29//